SEC 13F Intelligence

Wendell David Associates Inc / LLY

Wendell David Associates Inc’s Eli Lilly & Co Position

Does Wendell David Associates Inc own Eli Lilly & Co (LLY)? Yes — 43.8K shares worth $40M (+4.39% of its 13F portfolio) as of Q1 2026, up from 43.6K shares the prior filed quarter.

Position Value
$40M
Q1 2026
Shares
43.8K
% of Portfolio
+4.39%
Quarters Held
29
currently held

Position History LLY

Reported value by quarter
Q1 ’19: $5MQ1 ’19Q2 ’19: $4MQ3 ’19: $4MQ4 ’19: $5MQ1 ’20: $6MQ1 ’20Q2 ’20: $7MQ3 ’20: $6MQ4 ’20: $7MQ1 ’21: $8MQ1 ’21Q2 ’21: $9MQ3 ’21: $9MQ4 ’21: $11MQ1 ’22: $11MQ1 ’22Q2 ’22: $13MQ3 ’22: $13MQ4 ’22: $15MQ1 ’23: $14MQ1 ’23Q2 ’23: $20MQ3 ’23: $23MQ4 ’23: $25MQ1 ’24: $34MQ1 ’24Q2 ’24: $39MQ3 ’24: $38MQ4 ’24: $33MQ1 ’25: $35MQ1 ’25Q2 ’25: $32MQ3 ’25: $32MQ4 ’25: $47MQ1 ’26: $40MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202643.8K$40M+4.39%
Q4 202543.6K$47M+4.76%
Q3 202542.1K$32M+3.17%
Q2 202541.7K$32M+3.27%
Q1 202542.9K$35M+3.54%
Q4 202443.1K$33M+3.29%
Q3 202443.4K$38M+3.67%
Q2 202443.4K$39M+4.00%
Q1 202443.6K$34M+3.42%
Q4 202343.5K$25M+2.73%
Q3 202343.3K$23M+2.73%
Q2 202342.3K$20M+2.24%
Q1 202340.1K$14M+1.63%
Q4 202240.1K$15M+1.80%
Q3 202240.1K$13M+1.74%
Q2 202240.1K$13M+1.65%
Q1 202240.1K$11M+1.28%
Q4 202140.2K$11M+1.12%
Q3 202140.4K$9M+1.04%
Q2 202139.8K$9M+1.02%
Q1 202140.4K$8M+0.91%
Q4 202040.1K$7M+0.83%
Q3 202040.1K$6M+0.79%
Q2 202040.1K$7M+0.95%
Q1 202040.1K$6M+0.94%
Q4 201940.1K$5M+0.73%
Q3 201940.1K$4M+0.66%
Q2 201940.3K$4M+0.67%
Q1 201940.3K$5M+0.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wendell David Associates Inc’s full portfolio or all institutional holders of LLY.